Help Center/ Cognitive Engagement Center/ User Guide/ Tenant Administrator Guide/ Configuring the Knowledge Base/ Managing Consultation Tables/ Managing Consultation Table Templates
Updated on 2024-10-12 GMT+08:00
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Managing Consultation Table Templates

A consultation table template, similar to a data table, can be referenced during consultation table data creation.

Prerequisites

  • The AppCube feature has been enabled for the tenant space, and the AICC has been connected to AppCube. The Knowledge base feature has been enabled.
  • You have the Knowledge Base > Knowledge Management > Consult Table Config and Channel Configuration > Call Center Configuration > Service Guidance Configuration menu permissions.
  • You have customized consultation table fields.
    1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Knowledge Base Management > Consultation Table Template.
    2. Click Configure to access AppCube and configure consultation tables.
      Figure 1 Config Center
    3. Choose Processes > Model. The consultation table list page is displayed.
      Figure 2 Model
    4. Select a consultation table to which a field needs to be added and click New to add a field. The consultation tables are preset and contain two fields by default.
    5. Select a field type and configure field details as prompted. The field name is automatically filled in based on the label and can be modified.
    6. Click Next to save the new field.

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Knowledge Base Management > Consultation Table Template.

    Figure 3 Consultation table template list

    You can click Configure to customize consultation table fields. For details, see Prerequisites.

  2. Click Add. On the page that is displayed, configure a consultation table template.

    Figure 4 Adding a consultation table template
    • Template name: Name of the consultation table template. This parameter is mandatory.
    • Consult table: Select the required consultation table. This parameter is mandatory.
    • Template status: Status of the consultation table template. This parameter is mandatory. The options are as follows:
      • Draft: Multiple draft consultation table templates can be created for a consultation table.
      • Enabled: Only one enabled consultation table template can be created for a consultation table.
    • Template description: Description of the consultation table template.
    • List of consultation table fields: The values are automatically generated after the required consultation table is selected.

  3. Select a field and click Modify. On the page for editing extended attributes, configure extended attributes of the consultation table field.

    Figure 5 Editing extended attributes
    • Field: Read-only.
    • Display name: Read-only.
    • Displayed or Not: Whether to display the field in the consultation table field list.
    • Search Criterion or Not: Whether the field is a search criterion in the consultation table field list.
    • Anonymized or Not: Whether to anonymize the field in the consultation table field list. Set Anonymized or Not to Yes for fields that contain personal data and sensitive data.

  4. Click OK to complete the configuration of extended attributes and return to the page for adding a template.
  5. (Optional) To change the display position of a consultation table field, select the field and click Move up or Move Down.
  6. Click Save.

Follow-up Procedure

You can perform the following operations after you select consultation table templates:

  • Click Delete to delete the consultation table templates in batches.
  • Click Modify to modify template parameters except Consult table. The template status can be changed to Discarded.